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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,415 | $102,393-92.8% | $147,041-95.0% | $80,911-90.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 28.03% | 134.95%-106.9pp | 419.21%-391.2pp | 35.63%-7.6pp |
| Employer contribution / active EE | $7 | $3,715-99.8% | $4,935-99.9% | $2,756-99.7% |
| Participant deferral / active EE | $4,729 | $6,647-28.9% | $8,071-41.4% | $4,297+10.0% |
| Admin fee / account holder | $1,616 | $7,943-79.7% | $13,006-87.6% | $6,935-76.7% |